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13F-HR filed by ThornTree Capital Partners LP

ThornTree Capital Partners LP filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 21 holding rows worth $456,343,000.

Accession
0001172661-22-001348
Filed
2022-05-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2022

A holdings report, 21 entries on the cover page, a total value of $456,343,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $456,343,000 with VALUE read as thousands by filing date, 13F file number 028-17785. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ZILLOW GROUP INC CL C CAP STK98954M200Stock1,126,318$55,516,000thousands by filing date
META PLATFORMS INC CL A30303M102COM163,635$36,386,000thousands by filing date
DUOLINGO INC CL A COM26603R106Stock311,007$29,580,000thousands by filing date
Airbnb, Inc. Class A009066101COM151,006$25,937,000thousands by filing date
FIVE9 INC338307101COM230,341$25,430,000thousands by filing date
PENN ENTERTAINMENT INC COM707569109Stock581,910$24,685,000thousands by filing date
Amazon.com, Inc023135106COM7,275$23,716,000thousands by filing date
WILLIAMS SONOMA INC COM969904101Stock162,712$23,593,000thousands by filing date
XP INC CL AG98239109Stock743,686$22,385,000thousands by filing date
MERCADOLIBREINC58733R102STOK18,395$21,880,000thousands by filing date
DOCUSIGN INC COM256163106Stock200,928$21,523,000thousands by filing date
AFFIRM HLDGS INC COM CL A00827B106Stock449,573$20,806,000thousands by filing date
SMARTSHEET INC. (CLASS A)83200N103COM CL A379,129$20,769,000thousands by filing date
ACV AUCTIONS INC00091G104COM CL A1,179,498$17,468,000thousands by filing date
Palantir Technologies Inc. Class A69608A108COM1,252,339$17,195,000thousands by filing date
MASIMO CORP COM574795100Stock115,949$16,875,000thousands by filing date
ON HLDG AG NAMEN AKT AH5919C104Stock589,637$14,882,000thousands by filing date
SPOTIFYTECHNOLOGYSAFL8681T102STOK90,859$13,722,000thousands by filing date
TRAEGER INC89269P103COMMON STOCK1,324,148$9,852,000thousands by filing date
Rent the Runway, Inc.76010Y103COM CL A1,030,384$7,099,000thousands by filing date
1Stdibs.Com Inc320551104COM881,640$7,044,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-22-001348this filing2022-05-16acceptance time not in the bulk data set